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Non-Tech : The Critical Investing Workshop

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To: RR who wrote (32171)	9/7/2000 6:53:09 PM
From: Clappy	Read Replies (2) of 35685

Hi Voltage, I spent a good part of the day reading and reading and reading stuff about RMBS. My head is spinning. That's usually a good sign. I read tons of FUD and tons of analysis comparing it to the greatest technology of all time. This is the formula for a highly volatile stock. They keep proving themselves time and time again. In between the time that they display their superiority is when the FUD always comes out. The law suits are giving a fearful image to this beautiful picture of future revenue and market dominance. It makes the investor second guess himself. It often causes panic followed by mass hysteria as good news comes out and fear subsides. Perhaps this is one of the criteria you look for and has aided in your success. I added to my position again today. Almost 100% of my IRA account is now banking on RMBS. The picture is getting clearer. -Clappy P.S. Still very long on AVNX. Wish I had more on CRA and EXTR. Trading the LowTech Walmart and LNOP (Dumped 1/2). Bought QCOM once again. Something big is going to happen during this trip to China. Especially with the timing of the meetings at the UN going on now. Q's Ming Louie will make it happen.

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